
Loading portfolio…

Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MALVERN FDS | $24.8M | 497026 | 7.25% |
| 2 | MICROSOFT CORP | $19.1M | 51506 | 5.57% |
| 3 | ALPHABET INC | $16.4M | 56923 | 4.78% |
| 4 | VANGUARD SCOTTSDALE FDS | $13.7M | 172649 | 4.00% |
| 5 | VANGUARD INDEX FDS | $12.1M | 20169 | 3.52% |
| 6 | SCHWAB STRATEGIC TR | $11.5M | 508475 | 3.37% |
| 7 | JPMORGAN CHASE & CO | $11.1M | 37777 | 3.24% |
| 8 | AMGEN INC | $11.0M | 31297 | 3.21% |
| 9 | JOHNSON & JOHNSON | $10.9M | 44702 | 3.19% |
| 10 | AUTOMATIC DATA PROCESSING IN | $10.1M | 49526 | 2.94% |
| 11 | ECOLAB INC | $8.7M | 32569 | 2.53% |
| 12 | ABBVIE INC | $8.4M | 38623 | 2.45% |
| 13 | VANGUARD SCOTTSDALE FDS | $8.0M | 96746 | 2.34% |
| 14 | EXXON MOBIL CORP | $7.7M | 45510 | 2.25% |
| 15 | INTERNATIONAL BUSINESS MACHS | $7.5M | 30806 | 2.18% |
| 16 | PROCTER & GAMBLE CO | $7.3M | 50530 | 2.13% |
| 17 | VANGUARD INDEX FDS | $7.0M | 21765 | 2.04% |
| 18 | SCHWAB STRATEGIC TR | $6.7M | 260829 | 1.95% |
| 19 | SELECT SECTOR SPDR TR | $6.4M | 103913 | 1.86% |
| 20 | SCHWAB STRATEGIC TR | $6.3M | 236262 | 1.84% |
| 21 | EMERSON ELEC CO | $6.2M | 47579 | 1.82% |
| 22 | PEPSICO INC | $6.2M | 40055 | 1.82% |
| 23 | ELI LILLY & CO | $5.6M | 6051 | 1.62% |
| 24 | SCHWAB STRATEGIC TR | $5.3M | 212550 | 1.53% |
| 25 | VANGUARD STAR FDS | $5.1M | 66149 | 1.49% |
| 26 | CAPITAL ONE FINL CORP | $5.1M | 27787 | 1.48% |
| 27 | DISNEY WALT CO | $4.8M | 50057 | 1.41% |
| 28 | SALESFORCE INC | $4.6M | 24390 | 1.33% |
| 29 | VANGUARD INTL EQUITY INDEX F | $4.2M | 76946 | 1.21% |
| 30 | PALO ALTO NETWORKS INC | $4.0M | 24647 | 1.15% |
| 31 | CHEVRON CORPORATION | $3.8M | 18443 | 1.11% |
| 32 | AMERICAN EXPRESS CO | $3.0M | 9990 | 0.88% |
| 33 | MOODYS CORP | $3.0M | 6883 | 0.88% |
| 34 | QUALCOMM INC | $3.0M | 23312 | 0.88% |
| 35 | ISHARES TR | $3.0M | 28657 | 0.87% |
| 36 | RTX CORPORATION | $2.8M | 14431 | 0.81% |
| 37 | CATERPILLAR INC | $2.7M | 3825 | 0.79% |
| 38 | BROADCOM INC | $2.7M | 8702 | 0.79% |
| 39 | HP INC | $2.6M | 135813 | 0.76% |
| 40 | BERKSHIRE HATHAWAY INC DEL | $2.5M | 5191 | 0.73% |
| 41 | GE AEROSPACE | $2.5M | 8654 | 0.72% |
| 42 | PFIZER INC | $2.4M | 85044 | 0.70% |
| 43 | TEXAS INSTRS INC | $2.3M | 11620 | 0.66% |
| 44 | AMAZON COM INC | $2.2M | 10627 | 0.65% |
| 45 | ISHARES TR | $2.2M | 3361 | 0.64% |
| 46 | GE VERNOVA INC | $2.0M | 2239 | 0.57% |
| 47 | MASTERCARD INCORPORATED | $1.7M | 3375 | 0.49% |
| 48 | MERCK & CO INC | $1.6M | 13293 | 0.47% |
| 49 | SCHWAB STRATEGIC TR | $1.5M | 49433 | 0.44% |
| 50 | APPLE INC | $1.2M | 4602 | 0.34% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.